+82.3%
MET vs VIG
+62.2%
+20.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.5% | +0.7% | +0.8% |
| 7D | -0.8% | -1.2% | +0.4% | +0.7% |
| 30D | -1.4% | -2.8% | +1.4% | +2.1% |
| 3M | +12.5% | +2.5% | +10.1% | +9.3% |
| 6M | +37.1% | +8.1% | +29.0% | +25.1% |
| YTD | +23.8% | +9.6% | +14.2% | +11.2% |
| 1Y | +24.1% | +14.2% | +10.0% | +6.3% |
| 3Y | +65.2% | +56.1% | +9.1% | +1.6% |
| 5Y | +82.3% | +62.8% | +19.4% | +5.5% |
| All | +82.3% | +62.2% | +20.0% | +5.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VIG.
Daily Out/Under-Performance
Portfolio return minus VIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIG return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded VIG wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling